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ORTFX vs UTAYX
ORTFX vs UTAYX Comparison
Open Charts ORTFX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.26
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets277.33M
NYLI MacKay Utah Muni
Price$9.64
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets189.14M
ORTFX vs UTAYX Comparison Chart in %
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ORTFX vs. UTAYX commentary
Sep 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ORTFX is a Hold and UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 277M vs. UTAYX (189M). UTAYX pays higher dividends than ORTFX: UTAYX (3.78) vs ORTFX (3.07). ORTFX was incepted earlier than UTAYX: ORTFX (39 years) vs UTAYX (29 years). UTAYX (0.75) is less costly to investors than ORTFX (0.71). UTAYX is a more actively managed with annual turnover of: 34.00 vs. ORTFX (23.00). UTAYX has a lower initial minimum investment than ORTFX: UTAYX (0) vs ORTFX (1000). UTAYX annual gain was more profitable for investors over the last year : 2.45 vs. ORTFX (1.71). UTAYX return over 5 years is better than : 2.20 vs. ORTFX (-0.34).
| ORTFX | UTAYX | ORTFX / UTAYX | |
| Total Expense Ratio | 0.71 | 0.55 | 129% |
| Annual Report Gross Expense Ratio | 0.71 | 0.75 | 95% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | 2.512 | 2.965 | 85% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 189M | 147% |
| Annual Yield % from dividends | 3.07 | 3.78 | 81% |
| Returns for 1 year | 1.71 | 2.45 | 70% |
| Returns for 3 years | 7.91 | 10.13 | 78% |
| Returns for 5 years | -0.34 | 2.20 | -16% |
| Returns for 10 years | 12.41 | 19.24 | 64% |
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